Osaic Holdings’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Buy |
5,975
+3,814
| +176% | +$375K | ﹤0.01% | 2667 |
|
|
2025
Q1 | $213K | Buy |
2,161
+2
| +0.1% | +$197 | ﹤0.01% | 3570 |
|
|
2024
Q4 | $215K | Buy |
2,159
+37
| +2% | +$3.68K | ﹤0.01% | 3532 |
|
|
2024
Q3 | $215K | Buy |
2,122
+30
| +1% | +$3.04K | ﹤0.01% | 3586 |
|
|
2024
Q2 | $208K | Buy |
2,092
+2,068
| +8,617% | +$206K | ﹤0.01% | 3517 |
|
|
2024
Q1 | $2.41K | Buy |
+24
| New | +$2.41K | ﹤0.01% | 6250 |
|